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SolarDesk

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What SolarDesk is

SolarDesk is a web platform for residential and commercial solar installers that brings sales, design, project work, and company operations together. Its modules include CRM, prospecting, 3D solar design, scheduling and installation, inventory and materials, HR and onboarding, and contracts with e-signatures. The design studio provides irradiance heatmaps, per-panel shading analysis, panel placement tools, and live production estimates. Designs can become shareable proposals with system specifications, production, pricing, financing options, and premium upgrades for customer e-signature. They also generate material lists that can be turned into purchase orders through the supplier portal. Optional Gmail and Google Calendar integrations connect messages, contacts, availability, and events. SolarDesk offers a 14-day trial without a credit card, with access to every module. The paid custom flat-rate plan is priced on request and scoped to team size and operational volume. Solar simulations and production estimates are approximations, not guarantees of actual performance.

Who it suits

SolarDesk suits residential and commercial solar installers looking to bring design, sales, scheduling, and company operations into one web platform. Its custom plan is scoped to team size and operational volume.

What it does well

  • Includes CRM, design, scheduling, inventory, HR, and contracts.
  • Designs include live production estimates and panel-level shading analysis.
  • Proposals support customer e-signature.
  • Design material lists can become supplier-portal purchase orders.
  • 14-day trial includes every module and requires no credit card.

What to know first

  • No free plan; pricing is available on request.
  • Solar simulations and production estimates are not performance guarantees.
  • Automated financing integrations are still in progress.

Limits

The custom flat-rate plan is scoped to team size and operational volume, with no numeric price listed. Solar simulations and energy production estimates are approximations and are not guarantees of actual performance.

Plans

PlanBilled and limitsPrice
Custom flat-rateall native modules included · scoped to team size and operational volumeOn request

As solardesk.io lists them, read 15 Oct 2026. The maker's own page has the final word.

Getting started

  1. Open the SolarDesk website
  2. Request a trial account or 15-minute walkthrough
  3. Wait for the usual one-business-day trial setup
  4. Explore the modules during the 14-day trial
  5. Connect Gmail or Google Calendar optionally

Verdict

SolarDesk combines solar design and company operations with proposals, materials tracking, and optional Google integrations. Consider the custom pricing and the stated limits of its production estimates when assessing fit.

Questions

What is the pricing model?

SolarDesk uses a custom flat-rate plan with all native modules included. Pricing is scoped to team size and operational volume and is available on request.

Is there a free trial?

Yes. The trial lasts 14 days, requires no credit card, and allows users to explore every module.

Which platforms and field tools are available?

SolarDesk is web-based and its listed coverage includes a mobile field app.

Can it connect to Google services?

Optional Gmail integration syncs messages with CRM contacts and supports sending from a connected address. Optional Google Calendar supports availability and two-way event sync.

Are financing integrations automated?

Lender integrations for automated financing are currently in progress, with a waitlist invitation.

Who operates SolarDesk?

The site footer identifies SolarDesk Inc. and says it is operated by 2649493 ALBERTA LTD.

Facts from SolarDesk's own pages

3D design
Its design studio supports irradiance heatmaps, per-panel shading analysis, complex roof geometry and automated obstruction handling. · solardesk.io, 15 Oct 2026
Calendar integration
Optional Google Calendar integration reads availability and supports two-way appointment synchronization. · solardesk.io, 15 Oct 2026
Company operator
The site footer identifies SolarDesk Inc. and says it is operated by 2649493 ALBERTA LTD. · solardesk.io, 8 Oct 2026
CRM
The CRM provides a pipeline for capturing and managing leads. · solardesk.io, 15 Oct 2026
Data controls
Users can disconnect Gmail or Google Calendar integrations, which revokes access and deletes associated synced Google-derived data; account deletion can be requested by contacting support. · solardesk.io, 8 Oct 2026
Data deletion
Disconnecting Google integrations revokes tokens and deletes associated synchronized Google-derived data. · solardesk.io, 15 Oct 2026
E-signature
Customers can sign proposals electronically, and signed designs are locked according to the product page. · solardesk.io, 15 Oct 2026
Financing status
Direct lender integrations for automated financing are described as still being built, with a waitlist offered. · solardesk.io, 15 Oct 2026
Google integrations
Optional Gmail integration supports syncing messages with CRM contacts and sending messages from a connected address; optional Google Calendar supports availability and two-way event sync. · solardesk.io, 8 Oct 2026
Independent maintenance detail
The CFATech case reports inverter-offline tracking, preventive-maintenance scheduling and customer maintenance histories. · cfatech.com.br, 15 Oct 2026
Independent planned integrations
CFATech lists a solar-generation API, WhatsApp Business and a payment gateway as planned integrations for its SolarDesk project. · cfatech.com.br, 15 Oct 2026
Independent project result
CFATech reports that its SolarDesk project supported more than eight simultaneous projects and three field teams. · cfatech.com.br, 15 Oct 2026
Independent project scope
CFATech describes a SolarDesk CRM project with sales funnel, project management, field-team control, after-sales alerts and a financial dashboard. · cfatech.com.br, 15 Oct 2026
Independent technology stack
CFATech lists React 19, Vite, Tailwind CSS, Recharts and Lucide React for its SolarDesk implementation. · cfatech.com.br, 15 Oct 2026
Independent workflow detail
The CFATech case says the project used six sales stages from lead through closing and tracked project status, teams and installed kWp. · cfatech.com.br, 15 Oct 2026
Integrations
Optional Gmail integration synchronizes email with CRM contacts and can send messages from a connected address. · solardesk.io, 15 Oct 2026
Intended customers
The platform is built for residential and commercial solar installers. · solardesk.io, 8 Oct 2026
Inventory
Designs generate a material list, which can be turned into a one-click purchase order through the supplier portal. · solardesk.io, 8 Oct 2026
Inventory and purchasing
Designs create material lists for panels, racking, inverters and balance-of-system items, which can become supplier purchase orders. · solardesk.io, 15 Oct 2026
Legal operator
The site identifies SolarDesk Inc. and says the service is operated by 2649493 ALBERTA LTD. · solardesk.io, 15 Oct 2026
Limit: integration breadth
The privacy documentation publicly names Gmail and Google Calendar integrations, while lender integrations are still described as forthcoming. · solardesk.io, 15 Oct 2026
Limit: pricing transparency
The public site gives no numeric subscription price and requires a custom flat-rate quote. · solardesk.io, 15 Oct 2026
Limit: public developer material
The reviewed official pages provide no public API reference, SDK listing, self-hosting option or open-source licence statement. · solardesk.io, 15 Oct 2026
LinkedIn operational positioning
A SolarDesk LinkedIn post positions the product as a way to replace multiple disconnected software tools used by solar companies. · linkedin.com, 15 Oct 2026

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